Capital Southwest Competitors

Capital Southwest (NASDAQ:CSWC) and BlackRock (NYSE:BLK) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, dividends, valuation, earnings, profitability, risk and institutional ownership.

Dividends

Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. BlackRock pays an annual dividend of $16.52 per share and has a dividend yield of 2.0%. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. BlackRock pays out 48.8% of its earnings in the form of a dividend. Capital Southwest has increased its dividend for 1 consecutive years and BlackRock has increased its dividend for 1 consecutive years.

Risk and Volatility

Capital Southwest has a beta of 1.12, indicating that its share price is 12% more volatile than the S&P 500. Comparatively, BlackRock has a beta of 1.16, indicating that its share price is 16% more volatile than the S&P 500.

Insider & Institutional Ownership

30.9% of Capital Southwest shares are owned by institutional investors. Comparatively, 79.1% of BlackRock shares are owned by institutional investors. 7.4% of Capital Southwest shares are owned by insiders. Comparatively, 1.4% of BlackRock shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares Capital Southwest and BlackRock's gross revenue, earnings per share (EPS) and valuation.

BlackRock has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than BlackRock, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent recommendations for Capital Southwest and BlackRock, as provided by MarketBeat.com.

Capital Southwest presently has a consensus target price of $18.60, suggesting a potential downside of 20.61%. BlackRock has a consensus target price of $741.70, suggesting a potential downside of 9.56%. Given BlackRock's stronger consensus rating and higher probable upside, analysts plainly believe BlackRock is more favorable than Capital Southwest.

Profitability

This table compares Capital Southwest and BlackRock's net margins, return on equity and return on assets.

Summary

BlackRock beats Capital Southwest on 13 of the 16 factors compared between the two stocks.

Capital Southwest (NASDAQ:CSWC) and The Bank of New York Mellon (NYSE:BK) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, institutional ownership and valuation.

Dividends

Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. The Bank of New York Mellon pays an annual dividend of $1.24 per share and has a dividend yield of 2.6%. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. The Bank of New York Mellon pays out 30.8% of its earnings in the form of a dividend. Capital Southwest has increased its dividend for 1 consecutive years and The Bank of New York Mellon has increased its dividend for 1 consecutive years.

Volatility and Risk

Capital Southwest has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500. Comparatively, The Bank of New York Mellon has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500.

Insider & Institutional Ownership

30.9% of Capital Southwest shares are owned by institutional investors. Comparatively, 82.3% of The Bank of New York Mellon shares are owned by institutional investors. 7.4% of Capital Southwest shares are owned by company insiders. Comparatively, 0.1% of The Bank of New York Mellon shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Capital Southwest and The Bank of New York Mellon's revenue, earnings per share (EPS) and valuation.

The Bank of New York Mellon has higher revenue and earnings than Capital Southwest. The Bank of New York Mellon is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of recent ratings for Capital Southwest and The Bank of New York Mellon, as provided by MarketBeat.com.

Capital Southwest currently has a consensus target price of $18.60, suggesting a potential downside of 20.61%. The Bank of New York Mellon has a consensus target price of $49.40, suggesting a potential upside of 2.43%. Given The Bank of New York Mellon's higher probable upside, analysts clearly believe The Bank of New York Mellon is more favorable than Capital Southwest.

Profitability

This table compares Capital Southwest and The Bank of New York Mellon's net margins, return on equity and return on assets.

Summary

The Bank of New York Mellon beats Capital Southwest on 9 of the 16 factors compared between the two stocks.

Capital Southwest (NASDAQ:CSWC) and T. Rowe Price Group (NASDAQ:TROW) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, institutional ownership and valuation.

Dividends

Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. T. Rowe Price Group pays an annual dividend of $4.32 per share and has a dividend yield of 2.4%. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. T. Rowe Price Group pays out 53.5% of its earnings in the form of a dividend. Capital Southwest has increased its dividend for 1 consecutive years and T. Rowe Price Group has increased its dividend for 35 consecutive years.

Volatility and Risk

Capital Southwest has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500. Comparatively, T. Rowe Price Group has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500.

Insider & Institutional Ownership

30.9% of Capital Southwest shares are owned by institutional investors. Comparatively, 69.5% of T. Rowe Price Group shares are owned by institutional investors. 7.4% of Capital Southwest shares are owned by company insiders. Comparatively, 1.0% of T. Rowe Price Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Capital Southwest and T. Rowe Price Group's revenue, earnings per share (EPS) and valuation.

T. Rowe Price Group has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than T. Rowe Price Group, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of recent ratings for Capital Southwest and T. Rowe Price Group, as provided by MarketBeat.com.

Capital Southwest currently has a consensus target price of $18.60, suggesting a potential downside of 20.61%. T. Rowe Price Group has a consensus target price of $158.5455, suggesting a potential downside of 10.38%. Given T. Rowe Price Group's higher probable upside, analysts clearly believe T. Rowe Price Group is more favorable than Capital Southwest.

Profitability

This table compares Capital Southwest and T. Rowe Price Group's net margins, return on equity and return on assets.

Summary

T. Rowe Price Group beats Capital Southwest on 12 of the 17 factors compared between the two stocks.

State Street (NYSE:STT) and Capital Southwest (NASDAQ:CSWC) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, dividends, risk, institutional ownership and valuation.

Volatility and Risk

State Street has a beta of 1.6, suggesting that its share price is 60% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500.

Profitability

This table compares State Street and Capital Southwest's net margins, return on equity and return on assets.

Insider & Institutional Ownership

91.8% of State Street shares are owned by institutional investors. Comparatively, 30.9% of Capital Southwest shares are owned by institutional investors. 0.3% of State Street shares are owned by company insiders. Comparatively, 7.4% of Capital Southwest shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for State Street and Capital Southwest, as provided by MarketBeat.com.

State Street currently has a consensus price target of $82.6429, suggesting a potential downside of 4.62%. Capital Southwest has a consensus price target of $18.60, suggesting a potential downside of 20.61%. Given State Street's higher probable upside, equities research analysts clearly believe State Street is more favorable than Capital Southwest.

Earnings & Valuation

This table compares State Street and Capital Southwest's top-line revenue, earnings per share (EPS) and valuation.

State Street has higher revenue and earnings than Capital Southwest. State Street is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

Dividends

State Street pays an annual dividend of $2.08 per share and has a dividend yield of 2.4%. Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. State Street pays out 33.7% of its earnings in the form of a dividend. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. State Street has increased its dividend for 1 consecutive years and Capital Southwest has increased its dividend for 1 consecutive years.

Summary

State Street beats Capital Southwest on 11 of the 16 factors compared between the two stocks.

Capital Southwest (NASDAQ:CSWC) and Ameriprise Financial (NYSE:AMP) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, earnings, analyst recommendations, institutional ownership, valuation, dividends and profitability.

Volatility & Risk

Capital Southwest has a beta of 1.12, meaning that its share price is 12% more volatile than the S&P 500. Comparatively, Ameriprise Financial has a beta of 1.74, meaning that its share price is 74% more volatile than the S&P 500.

Dividends

Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. Ameriprise Financial pays an annual dividend of $4.16 per share and has a dividend yield of 1.7%. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ameriprise Financial pays out 25.8% of its earnings in the form of a dividend. Capital Southwest has increased its dividend for 1 consecutive years and Ameriprise Financial has increased its dividend for 11 consecutive years.

Earnings & Valuation

This table compares Capital Southwest and Ameriprise Financial's gross revenue, earnings per share (EPS) and valuation.

Ameriprise Financial has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Ameriprise Financial, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Capital Southwest and Ameriprise Financial, as provided by MarketBeat.

Capital Southwest presently has a consensus target price of $18.60, suggesting a potential downside of 20.61%. Ameriprise Financial has a consensus target price of $212.20, suggesting a potential downside of 14.16%. Given Ameriprise Financial's stronger consensus rating and higher probable upside, analysts clearly believe Ameriprise Financial is more favorable than Capital Southwest.

Institutional & Insider Ownership

30.9% of Capital Southwest shares are held by institutional investors. Comparatively, 83.1% of Ameriprise Financial shares are held by institutional investors. 7.4% of Capital Southwest shares are held by company insiders. Comparatively, 1.5% of Ameriprise Financial shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Capital Southwest and Ameriprise Financial's net margins, return on equity and return on assets.

Summary

Ameriprise Financial beats Capital Southwest on 13 of the 17 factors compared between the two stocks.

Northern Trust (NASDAQ:NTRS) and Capital Southwest (NASDAQ:CSWC) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, valuation, analyst recommendations, dividends, institutional ownership, profitability and earnings.

Profitability

This table compares Northern Trust and Capital Southwest's net margins, return on equity and return on assets.

Volatility & Risk

Northern Trust has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500.

Valuation & Earnings

This table compares Northern Trust and Capital Southwest's revenue, earnings per share (EPS) and valuation.

Northern Trust has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Northern Trust, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current recommendations for Northern Trust and Capital Southwest, as reported by MarketBeat.com.

Northern Trust presently has a consensus target price of $103.1333, suggesting a potential downside of 5.16%. Capital Southwest has a consensus target price of $18.60, suggesting a potential downside of 20.61%. Given Northern Trust's higher possible upside, analysts clearly believe Northern Trust is more favorable than Capital Southwest.

Institutional & Insider Ownership

78.8% of Northern Trust shares are owned by institutional investors. Comparatively, 30.9% of Capital Southwest shares are owned by institutional investors. 0.7% of Northern Trust shares are owned by company insiders. Comparatively, 7.4% of Capital Southwest shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Dividends

Northern Trust pays an annual dividend of $2.80 per share and has a dividend yield of 2.6%. Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.2%. Northern Trust pays out 42.2% of its earnings in the form of a dividend. Capital Southwest pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Northern Trust has increased its dividend for 1 consecutive years and Capital Southwest has increased its dividend for 1 consecutive years.

Summary

Northern Trust beats Capital Southwest on 10 of the 15 factors compared between the two stocks.